Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,642 institutions that hold shares in the stock, with a total of 1.2 Billion shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
6,636
shares
|
$987,370
0.06% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
6,635
shares
|
$987,221
0.16% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
6,626
shares
|
$985,882
0.22% of portfolio
|
Q4 2024
Reduced 42.4%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
6,624
shares
|
$985,584
0.21% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
6,615
shares
|
$984,245
0.26% of portfolio
|
Q4 2024
Added 19.43%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
6,609
shares
|
$983,353
0.1% of portfolio
|
Q4 2024
Reduced 12.39%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,608
shares
|
$983,204
0.34% of portfolio
|
Q4 2024
Reduced 43.6%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
6,607
shares
|
$983,055
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
6,600
shares
|
$982,014
0.24% of portfolio
|
Q4 2024
Reduced 43.81%
|
|
|
Rbo & CO LLC
St Helena, CA |
Feb 14, 2025 Q4 2024 |
6,600
shares
|
$982,014
0.21% of portfolio
|
Q3 2020
New holding
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
6,580
shares
|
$979,038
0.36% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
6,572
shares
|
$977,847
0.09% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
6,565
shares
|
$976,806
0.05% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Myriad Asset Management Us LP
|
Jan 30, 2025 Q4 2024 |
6,563
shares
|
$976,508
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
6,560
shares
|
$976,062
0.52% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
6,557
shares
|
$975,616
0.25% of portfolio
|
Q4 2024
Added 173.21%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
6,536
shares
|
$972,491
0.03% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
6,529
shares
|
$971,449
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
6,525
shares
|
$970,854
0.06% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
6,519
shares
|
$969,962
0.53% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
6,516
shares
|
$969,515
0.25% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
6,507
shares
|
$968,176
0.07% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,497
shares
|
$966,688
0.06% of portfolio
|
Q2 2023
Added 2.64%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
6,472
shares
|
$962,968
0.11% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
6,449
shares
|
$959,546
0.01% of portfolio
|
Q4 2024
Reduced 5.11%
|